Late Bloomer Wealth

PreK-12 Educators

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month.

57% of Americans said a lack of savings worries them most. 43% of Americans said they are concerned about not having enough money for an emergency. Okay, those are the facts. Now, Singletary suggests you stop worrying and do something about it. Dan and Steve say it’s never too late! Get with it now! Here are some …

In her April 3, 2013 “The Color of Money” column Michelle Singletary salutes Financial Literacy Month. Read More »

Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th.

Ron Delegge, host of the “Index Investing Show” Podcast and Radio Show interviewed us about our book, Late Bloomer Millionaires, for his radio program to be broadcast Sunday Morning, March 24th through the following stations. Ron’s Radio Show “Index Investing Show” airs at the following cities and stations: Colorado Springs, CO. KWYD / AM 1580 / …

Dan and I were interviewed by Ron Delegge, radio show host, to be aired on Sunday Morning, March 24th. Read More »

Feedback on the Prior Financial Planning Workshops Offered by Los Angeles USD/United Teachers LA

About 80 LAUSD employees attended last Saturday’s pre retirement planning financial workshops. It was a marvelous experience for Dan and I. All of the presenters possessed the same financial philosophy; look out for the best interests of the educators with low-cost funds. To be sure, most TSA sales person makes similar claims, but the difference …

Feedback on the Prior Financial Planning Workshops Offered by Los Angeles USD/United Teachers LA Read More »

Is an Insurance Product an Investment?

Hell no! Here’s why I have lots of insurance. I thank the companies for protecting my home, autos, providing long-term care, earthquake and umbrella protection, and have no problem paying the premiums and the commissions to get great service from my agents. But my retirement nest egg is kept 100% separate from insurance policies and their …

Is an Insurance Product an Investment? Read More »

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